Resources
Browse through these helpful resources. It can be a good starting point for you prior to our first meeting. If you have any questions, don’t hesitate to reach out.
Tools and calculators
Make planning for your financial future and retirement easier with some of our tools and calculators.
Retirement savings calculator
Calculate how well your retirement savings align with what you can expect to spend.
What you get: An assessment of whether you’re saving enough to retire when and how you want.
What you get: An assessment of whether you’re saving enough to retire when and how you want.
CPP/QPP calculator
Find out what factors can affect your CPP/QPP payments and estimate your monthly pension income.
What you get: An estimate of your pension income at different starting ages
What you get: An estimate of your pension income at different starting ages
Net worth calculator
What’s your net worth? Calculate the difference between what you own (your assets) and what you owe (your liabilities).
What you get: A clear picture of where you stand today to help you plan for the future.
What you get: A clear picture of where you stand today to help you plan for the future.
RRSP calculator
Find out what will happen to your RRSP savings if you change your contribution rate or take money out.
What you get: An understanding of what contributions and withdrawals will do to your RRSP’s growth.
What you get: An understanding of what contributions and withdrawals will do to your RRSP’s growth.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.